New names & inbounds — first calls / evaluations · kept until you act (per your note)
29
Pandorian — data room open, decision owed
Daniel Avital / Daniel Amsellem
Jul 28
Advancing
QBitXforce — deck sent, decide
Lalit Ahluwalia · with Ben
Jul 24
Advancing
Redactable / PlusUltra — data room link
Pablo · PlusUltra / via Ben
Jul 23
Advancing
Neon Cyber — Seed open (met at RSA)
Cody Pierce · neoncyber.com
Jul 23
Carried
IvyCap / Bharat Innovates — call ran Jul 28
Sneha Gupta · ivycapventures.com
Jul 28
Advancing
Nishit (NY Life) — call ran, view report
Nishit Sadhwani · via CDOIQ
Jul 28
Advancing
Capsule Security — Black Hat follow-up
Naor Paz · w/ Holzman
Jul 27
Advancing
SafeHill — inbound via Chingona
Fernando · via Daniel
Jul 16
Carried
Spotlight — deck + traction follow-up
Katie / Alex · via Anton
Jul 24
Advancing
Gryphon — call ran, slides sent
John Wu · via Ben Nye
Jul 27
Advancing
Karambit.AI — call today Jul 28
Andrew Hendela
Jul 28
Advancing
Seaionl / CertPing — follow-up Jul 30
Chenna · seaionl.com
Jul 30
Advancing
DrDroid — reconnected, decide next step
Siddarth Jain · YC W23
Jul 20
Carried
Flecks.ai — office visit ran, thank-you in
Flecks · Brian / via Bear
Jul 23
Advancing
Semperis — Marty, Clarity CEO candidate
Marty Momdjian · via Holzman
Jul 16
Carried
Verapath — data room open, round live
Joe McMann · with Bear
Jul 22
Carried
Arthrix — 2nd follow-up, near inaction limit
Oleg Lerner · via Bear
Jul 27
Carried
Vigilent — first call done
Rohit Unnikrishnan · vigilent.ai
Jul 16
Carried
Zero Quarry — meeting today Jul 28
Shane Connelly · with Will
Jul 28
Advancing
Rein — re-engaged on agent security
Matan Efrat · reinsec.io
Jul 17
Carried
NuDay AI — follow-up sent
Bill / Alex · with Bear
Jul 15
Carried
Mission Decisions — Colin chasing for reply
Colin Hillier · via Bear
Jul 27
Advancing
QuantumGenie — follow-up sent
QuantumGenie · via Bear
Jul 27
Advancing
Supertide — call done
Damian · via Bear
Jul 15
Carried
Control+ — leaning pass, send turndown
Greg / Mehdi · via Anton / Dave
Jul 10
Carried
Rubicon / Bitfab — warm intros (JPM)
via Vickrum / Kevin (JPM)
Jul 14
Carried
RaptorX — screen, first appearance
Pratyusha · via Julia
Jul 28
New
Thoras AI — Series A call ran Jul 28
Nilo Rahmani
Jul 28
New
DeFake — first call ran (done)
Kimber Labs · via Julia
Jul 14
Carried
Clearwood — pre-read, schedule
Matt · via Josh / Ian
Jul 8
Carried
Screened / parked — see detail
Misc inbounds · no action
—
Parked
Events
Outside the office & worth attending — this week + upcoming (Boston-focused)
6
AI Cyber Alliance — tomorrow Jul 29 (VG-hosted)
Jul 29 · Boston · via Will
Jul 29
This week
South x Southie — tomorrow, South Boston
Jul 29 · via Zach tracker
Jul 29
Conflicts w/ AI Cyber
Black Hat USA — Las Vegas (booked)
Aug 3-6 · Las Vegas
Aug 3
Going
Genesis Strategy Session — Philly Aug 5
Aug 5 · Philadelphia
Aug 5
Upcoming
Podcast recording — Brian O'Neill Jul 30
Jul 30 · Podcast
Jul 30
Upcoming
Startup Boston Week — speaking Sep 18
Sep 18 · Boston (panelist)
Sep 18
Speaking
Waiting on
4
Vinit — identity security / Clarity view
Reference · Vinit Khandelwal
26d
Aurnov — reply on events/warm-lead ask
Immortal Security · Aurnov Chattopadhyay
7d
Karambit — 3rd reschedule, meeting today
Andrew Hendela
12d
Pandorian — Black Hat in-person question
Daniel Avital / Daniel Amsellem
2d
Personal
0
Patterns this session
0
Both Genesis and Ray Security board meetings ran today (Jul 28) — Genesis confirmed a real Q2 miss ($60K vs $2.41M budget); Ray sent budget-cut deck ahead of a passcode/location-churn board call. Both need debrief/follow-up tracked next run.
exception
Flagged (not changed): Opsin's standing "live deal, surface all" rule conflicts with a turndown sent to James Pham Jul 14 + reply Jul 16. Added to Signals to Watch (count 1) rather than silently rewriting the rule — needs your confirmation either way.
signal
Flagged (not changed): Overwatch's standing "always surface" rule may be stale — no email activity found since an April 2026 pass/turndown note. Added to Signals to Watch (count 1), not removed from Active Deals without your confirmation.
signal
Feedback this run ("edit folder org skill," "arrange genesis folder," "bd notes from Genesis," "Pipeline sch task edit," "need to publish dashboard") didn't map to any triage routing category (correction/personal-todo/work-item/done-confirmation/window-override) — treated as no-op for triage_rules.md this run. If any of these need action, restate as a specific instruction next time.
exception
New first-time names this window: RaptorX (Pratyusha, via Julia) and Thoras AI (Nilo Rahmani, Series A) — both added to New Deals as first appearances.
exception
Arthrix and Mission Decisions both got a second follow-up from Bear this week without a reply from the other side — approaching the 2-week New Company Inaction threshold. Watch next run for a turndown/follow-up task if still silent.
signal
Notes for next run
Corrections · personal todos · work items to add · things to suppress · anything. Cowork reads this before the next run and sorts it out.